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ISBN: 1576601250, 9781576601259Издательство: Bloomberg Press
Год издания: 2004
Cutting-edge financial advisers go far beyond giving comprehensive client service. They are the profession's theorists and practical pioneers, developing new practice models that attract the kind of clients they want most and that help their businesses to grow. In Search of the Perfect Model profiles some of the most creative minds in the planning field and explains how they turned their practices into distinctive businesses?offering instructive lessons to their peers. Beginning with an overview of how the profession has evolved in recent years, Mary Rowland analyzes how planners define and structure their enterprises?from big firms to sole proprietors, from national to regional operations, from generalists to niche players, and fromthose collecting annual retainers or hourly fees to those who charge by assets under management. Rowland concludes with a special focus on important issues related to managing a practice. Financial advisers are perpetually in...